Joe Cercone

Administrative Assistant

Joe is currently working on completing his bachelor’s degree in Financial Planning at the Van Duyn School of Financial Planning at Rochester Christian University, which he plans to have completed in December 2024. During Joe’s college experience he is also competing on the school soccer team. This along with working takes up most of his time.

But when Joe is free, you will find him staying active and playing golf with his family and friends as well as spending time with his dog, Phoebe.

Phone:  586-731-6020

Fax:  586-731-6160 

Email: joe@aquestwealth.com

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO,AK, AL, CA, DC, GA, IA, ID, KY, MA, MD, ME, MN, MS, NM, NY, OR, PA, SC, TN, WA, WI

LPL Financial Form CRS

414 East Street, Rochester, MI 48307
4800 Fashion Square, Ste 485, Saginaw, MI 48604

Ph: 586-731-6020
Fax: 586-731-6160

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